Candidates with mid-level experience in customer success and a focus on SMB accounts will find this role's emphasis on proactive account management and revenue growth in financial automation appealing.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Bill.com
Innovate with purpose
At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters.
Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.
BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another.
✨ Let’s give businesses more time for what matters.
Make your impact within a rapidly growing Fintech Company
Join BILL as a Growth Customer Success Manager and help our growing SMB customers realize the full value of our financial automation platform across AP, AR, and spend and expense management.
You'll own a book of growth-potential accounts with moderate complexity, driving product adoption, expansion, and subscription renewals against a monthly quota. You'll manage multiple contacts per account, including controllers and accounting leads, independently prioritizing your time and executing without needing manager direction on daily priorities.
You'll proactively monitor customer health, conduct executive business reviews tailored to each customer's goals, and actively uncover expansion opportunities through consistent discovery and pipeline building. You'll also serve as an informal resource for Scaled CSM teammates, sharing playbook knowledge and offering perspective on customer situations.
If you're a proactive, account-ownership-minded CSM who thrives on building strong customer relationships, preventing churn before it surfaces, and growing revenue within an existing book of business, this role is for you.
Responsibilities
Drive product adoption, expansion/upsell, and subscription renewals of the BILL platform to meet or exceed a monthly quota.
Proactively monitor customer health, product utilization, and spend trends to catch early signs of churn, address issues before they escalate, and identify expansion opportunities
Independently prepare and deliver executive business reviews tailored to each customer's goals and health metrics, owning the narrative from start to finish.
Drive comprehensive adoption across the full AP, AR, and S&E product suite, providing in-depth demonstrations, user training, and best practice guidance to help customers achieve their desired outcomes.
Actively uncover and drive cross-sell, subscription upsell, and transaction revenue growth opportunities through consistent discovery and pipeline building
We'd love to chat if you have
3+ years in customer-facing, revenue-owning SaaS roles (such as Customer Success Manager or Account Manager), with a track record of meeting or exceeding quota.
Experience managing and retaining SMB or growth-segment accounts, including responsibility for renewals and identifying expansion opportunities.
Demonstrated ability to independently prioritize a book of business, knowing which accounts need high-touch vs. low-touch and to manage accounts where the decision maker and day-to-day user are different contacts.
Proven track record of proactively monitoring customer health and addressing churn risks before they become formal issues.
Strong communication and presentation skills, with the ability to present effectively to controllers and accounting/finance leaders and to explain complex product concepts in clear, business-friendly language.
This role is eligible to participate in BILL’s sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.
The On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone
Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County$114,800—$137,800 USDZone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts$103,300—$124,000 USDZone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania$97,600—$117,100 USDWhat’s in it for you?
Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well.
Here is a preview of some of the amazing benefits here at BILL:
100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
HSA & FSA accounts
Life Insurance, Long & Short-term disability coverage
Employee Assistance Program (EAP)
11+ Observed holidays and wellness days and flexible time off
Employee Stock Purchase Program with employee discounts
Wellness & Fitness initiatives
Employee recognition and referral programs
And much more
Don’t believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.
BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture.
We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification.
Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
Source: Bill.com careers